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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC CRD 305063 | Mclean, VA | Corporate platform LLC | $176.3M | 3 advisors | Percentage of AUM | View | |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC CRD 289269 | Stamford, CT | Corporate platform LLC | $176.2M | 5 advisors | Percentage of AUM | View | |
| MCLAUGHLIN ASSET MANAGEMENT, INC. CRD 125735 | Danville, IL | Corporate platform Corporation | $176.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FELLOWSHIP FINANCIAL GROUP CRD 154103 | Maitland, FL | Corporate platform LLC | $175.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANVEST FINANCIAL, INC. CRD 290306 | Gaithersburg, MD | Corporate platform Corporation | $175.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATCHLIGHT CAPITAL MANAGEMENT LLC CRD 319003 | CA | Corporate platform LLC | $175.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFUSION PRIVATE WEALTH CRD 167003 | St.. Louis, MO | Corporate platform Corporation | $175.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MACKE FINANCIAL ADVISORY GROUP CRD 111318 | Fort Myers, FL | Corporate platform Corporation | $175.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY FINANCIAL PLANNING NETWORK CRD 313361 | Onalaska, WI | Corporate platform Corporation | $175.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHT FINANCIAL SERVICES, INC. CRD 131678 | Fargo, ND | Corporate platform Corporation | $175.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HILL COUNTRY GROUP CRD 307376 | Boerne, TX | Corporate platform LLC | $175.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALAN B. LANCZ & ASSOCIATES, INC. CRD 105363 | Toledo, OH | Corporate platform Corporation | $175.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APPALACHIAN CAPITAL MANAGEMENT CRD 120038 | St.. Clairsville, OH | Corporate platform Corporation | $175.3M | 2 advisors | Percentage of AUM | View | |
| CTA WEALTH ADVISORS, INC. CRD 113007 | Burbank, CA | Corporate platform Corporation | $175.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENLEAF FINANCIAL GROUP CRD 137933 | Carmel, IN | Corporate platform LLC | $175.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WAYVE CAPITAL MANAGEMENT, LLC CRD 332024 | — | Corporate platform LLC | $175.1M | 3 advisors | Percentage of AUM | View | |
| POWER ASSET MANAGEMENT LLC CRD 128580 | Los Angeles, CA | Corporate platform LLC | $175.0M | 1 advisors | Percentage of AUM | View | |
| THE ATLAS FINANCIAL GROUP CRD 306849 | Miami, FL | Corporate platform LLC | $174.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TNT ASSET MANAGEMENT, LLC CRD 153309 | Round Rock, TX | Corporate platform LLC | $174.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCOME & ASSET ADVISORY, INC. CRD 124955 | Armonk, NY | Corporate platform Corporation | $174.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ARROW CAPITAL MANAGEMENT, LLC CRD 165190 | New York, NY | Corporate platform LLC | $174.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WALL STREET INVESTMENT MANAGEMENT, LLC CRD 143975 | VA | Corporate platform LLC | $174.7M | 1 advisors | Percentage of AUM; CUSTOM FEE FOR HNI AND FAMILY OFFICE BUSINESSES | View | |
| CAPSTONE INVESTMENT FINANCIAL GROUP, LLC CRD 122575 | Webster, NY | Corporate platform LLC | $174.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED CRD 132242 | Vancouver, British Columbia, AZ | Corporate platform Corporation | $174.6M | 30 advisors | Percentage of AUM | View |